Personal Lines Account Manager

Oracle RMS Insurance Risk Management Services Inc.; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading insurance brokerage as a Personal Lines Account Manager in Toronto. This role offers a dynamic environment where you will develop client relationships, manage policies, and collaborate with underwriters. The company promotes professional growth through education and training, with a competitive benefits package and flexible work environment.

Benefits

Dental care

Disability insurance

Extended health care

Life insurance

On-site gym

On-site parking

Paid time off

Tuition reimbursement

Vision care

Wellness program

RRSP

Company events

Qualifications

• 1 to 2 years of experience as a Personal Lines Account Manager, CSR or TSR.
• Excellent in customer service and communication skills.
• Ability to work under pressure and as part of a team.

Responsibilities

• Develop and maintain positive client relations.
• Manage client policy renewals and transactions.
• Collaborate with Underwriters and review property reports.

Skills

Customer Service

Communication

Detail Oriented

Computer Skills

Teamwork

Education

Registered Insurance Brokers of Ontario license (RIBO)

CIP or CAIB certification

Tools

Microsoft Office

Power Broker

Applied Rating (Compu-Quote)

Job description

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Join to apply for the Personal Lines Account Manager role at Oracle RMS Insurance Risk Management Services Inc.

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for applicants that have a strong work ethic, communication skills, highly motivated and detail oriented with excellent computer skills and proficiency in Microsoft Office.

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for applicants that have a strong work ethic, communication skills, highly motivated and detail oriented with excellent computer skills and proficiency in Microsoft Office.

Primary Duties

• Develop and maintain positive client relations
  
• Positive demeanor and outlook when it comes to customer management and service
  
• Collaborate with our Underwriters daily and maintain a strong and positive relationship
  
• Review property appraisals reports and identify recommendations
  
• E-Docs/Renewal lists – review and handle accordingly
  
• Manage client policy renewals as well as re-market existing clients when necessary
  
• Process outstanding payments and banking information changes
  
• Transact and Invoice Agency Bill Policy
  
• Follow up on abeyances on a daily basis
  
• Quote policy changes through CQ and company portals
  
• Assist and Account Executives with renewals, policy changes and new business
  
• Ability to problem solve and use appropriate judgment when assessing a risk or issue
  

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.

Requirements

• Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset
  
• Sound knowledge of the insurance industry, policies and products
  
• 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
  
• Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.
  
• Ability to work as a team and work well under pressure
  
• Superior organizational, verbal and written communication skills
  
• Knowledge of Power Broker and Applied Rating (Compu-Quote) is an asset
  
  
  

Benefits

• Company events
  
• Dental care
  
• Disability insurance
  
• Extended health care
  
• Life insurance
  
• On-site gym
  
• On-site parking
  
• Paid time off
  
• Tuition reimbursement
  
• Vision care
  
• Wellness program
  
• RRSP
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Insurance

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